WOSD
WFA of San Diego’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Buy |
+50
| New | +$10.8K | 0.01% | 315 |
|
|
2024
Q3 | $11K | Hold |
50
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $10.1K | Buy |
+50
| New | +$10.1K | 0.01% | 281 |
|
|
2023
Q3 | $8.84K | Hold |
50
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $9.36K | Buy |
+50
| New | +$9.36K | 0.01% | 282 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$8.72K | – | 238 |
|
|
2022
Q4 | $8.72K | Buy |
+50
| New | +$8.72K | 0.01% | 369 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$8K | – | 234 |
|
|
2022
Q2 | $8K | Buy |
+50
| New | +$8K | 0.01% | 291 |
|
|
2020
Q3 | – | Sell |
-2,641
| Closed | -$443K | – | 161 |
|
|
2020
Q2 | $443K | Buy |
+2,641
| New | +$443K | 0.1% | 168 |
|